Common Goals. Uncommon Results.

A full-service investment bank built for the middle market.

Watch our video to learn more

Powering your success with our expertise.

Over the past two decades, thousands of owners, investors, and creditors have trusted Capstone Partners to advise with their strategic decision-making in order to maximize financial outcomes at every stage of the business lifecycle.  We have developed a fully integrated range of investment banking and financial advisory services uniquely tailored to meet the needs of middle market companies.

By the Numbers

*Last updated 4.15.22

  • +

    Highly Seasoned Professionals

  • +

    Collective Deals Completed

  • Dedicated Industry Groups

  • Offices in the U.S.

  • +

    Industry Awards

  • +

    Partners Worldwide

Fully Integrated Services

Our capabilities have been specifically built to assist middle market businesses through each stage of the company’s lifecycle. Whether you need financial or operational help, seek growth financing, or look to pursue an M&A transaction, we will harness our collective expertise and put together a completely customized plan to help you achieve your goals.

Industry Expertise

Benefit from the vast network of relationships our industry banking professionals have with leading investors and strategic partners in your space, giving you real-time access to market intelligence and proprietary analysis of emerging trends to incorporate into your strategic thinking.

Recent Transactions

The Capstone team was relentless in pursuit of the most advantageous transaction and provided exceptional leadership, technical advice, and support that enabled us to achieve our objectives...We couldn’t have aligned ourselves with a better investment banking firm. The Capstone team was first class every step of the way.

David Lawrence CEO, Special Applications Group

This transaction enabled us to realize the value in the decades of hard work that have gone into building our business. The team at Capstone helped us anticipate and navigate the many issues that arise during a process like this, and we could not have reached the incredible outcome that we did without their guidance.

Michael Kirkpatrick Founder, Edgewater Technical Associates

Capstone was a trusted advisor throughout the entire process leading us to a successful partnership with Lithko in spite of the many challenges in 2020. Working with their team proved to be invaluable, and we look forward to partnering again on future projects.

Rob Pikus President, Pikus Concrete

Middle market businesses
deserve senior-level attention.

Our experienced, hands-on senior leaders will be by your side every step of the way, supported by a full team of highly talented professionals dedicated to delivering results and maximizing the value of your business.